RIA

Regal Investment Advisors Portfolio holdings

AUM $1.33B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,192
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$7.91M
3
+$5.56M
4
KFRC icon
Kforce
KFRC
+$3.65M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$3.07M

Top Sells

1
+$3.91M
2
+$3.29M
3
+$3.27M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.11M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$2.59M

Sector Composition

1 Consumer Discretionary 9.14%
2 Financials 5.94%
3 Healthcare 5.9%
4 Industrials 5.59%
5 Technology 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$51K 0.01%
+815
427
$51K 0.01%
150,438
428
$50K 0.01%
509
-1,951
429
$50K 0.01%
+1,821
430
$50K 0.01%
1,450
431
$50K 0.01%
1,582
+522
432
$50K 0.01%
+1,897
433
$49K 0.01%
+1,029
434
$49K 0.01%
+2,402
435
$47K 0.01%
2,878
436
$46K 0.01%
235
-16,827
437
$46K 0.01%
+1,324
438
$46K 0.01%
+639
439
$46K 0.01%
1,545
+945
440
$46K 0.01%
265
441
$45K 0.01%
+337
442
$45K 0.01%
1,956
-1,800
443
$45K 0.01%
1,005
-69,347
444
$45K 0.01%
1,100
445
$45K 0.01%
+4,177
446
$45K 0.01%
7,262
-1,000
447
$44K 0.01%
500
448
$44K 0.01%
2,928
449
$44K 0.01%
677
+150
450
$43K 0.01%
4,500
+3,000
16 17
18
19 20